tough client calls, tax planning, and better leadership turned hard knocks into growth.
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when lang launched upside cfo, he didn’t set out with a grand blueprint. “if we’re being honest, we started off with simple bookkeeping,” he says. over time, his firm evolved into a multi-faceted practice offering fractional cfo services, tax planning, and even financial planning partnerships. along the way, he admits to trial and error. “sometimes i do smart stuff. sometimes i don’t,” lang laughs.
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yet from that messy middle came clarity: the future of advisory services lies in translating numbers into strategy, choosing the right clients, and building processes that can scale without sacrificing value.
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